Comfort Systems USA Inc. (FIX) Stock Rises on Q1 2026 Earnings

Comfort Systems USA Inc. (ticker FIX) reported first-quarter fiscal 2026 revenue of $2.87 billion, up 56.5% year‑over‑year and roughly 19.0% above the Street estimate of $2.41 billion.

Gross profit: $754.4 million, up 87.0% year‑over‑year.

Operating profit: $485.7 million, up 132.3% year‑over‑year.

Net income attributable to common shareholders: $370.4 million, up 118.8% year‑over‑year.

Diluted earnings per share: $10.51, up 121.3% year‑over‑year and about 53.0% above the estimate of $6.87.

Cash and cash equivalents: $1.05 billion, up 412.9% year‑over‑year.

Cash from operating activities: $388.8 million (year‑over‑year change: -542.1%).

Purchases of property, plant and equipment: -$147.5 million, up 564.1% year‑over‑year.

Total liabilities: $4.12 billion, up 47.7% year‑over‑year.

Cost of sales rose to $2.11 billion, supporting the company's expanded top-line activity and margin improvement.

Shares of Comfort Systems USA (FIX) were up about 4.3% since market close. The quarter featured strong revenue and earnings beats, notable margin expansion, a sizable increase in capital spending, and a materially stronger cash balance.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Comfort Systems USA Inc. Insider Trading Activity

Comfort Systems USA Inc. insiders have traded $FIX stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.

Here’s a breakdown of recent trading of $FIX stock by insiders over the last 6 months:

BRIAN E. LANE (PRESIDENT/CHIEF EXECUTIVE OFF.) has made 0 purchases and 2 sales selling 16,523 shares for an estimated $20,394,083.
FRANKLIN MYERS has made 0 purchases and 2 sales selling 13,636 shares for an estimated $17,750,442.
WILLIAM III GEORGE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 2 sales selling 13,370 shares for an estimated $17,105,047.
DARCY ANDERSON has made 0 purchases and 2 sales selling 8,500 shares for an estimated $9,998,726.
WILLIAM J SANDBROOK sold 2,500 shares for an estimated $3,608,294
PABLO G. MERCADO, has made 0 purchases and 2 sales selling 3,000 shares for an estimated $3,216,015.
TERRENCE REED (SVP & CHRO) has made 0 purchases and 2 sales selling 1,787 shares for an estimated $2,537,182.
HERMAN E BULLS sold 2,000 shares for an estimated $2,027,247
CONSTANCE ELLEN SKIDMORE sold 1,000 shares for an estimated $1,425,000
LAURA FINLEY HOWELL (SVP & GENERAL COUNSEL) sold 1,000 shares for an estimated $996,163

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Comfort Systems USA Inc. Hedge Fund Activity

We have seen 590 institutional investors add shares of Comfort Systems USA Inc. stock to their portfolio, and 432 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VANGUARD GROUP INC added 625,567 shares (+17.0%) to their portfolio in Q4 2025, for an estimated $583,835,425
BLACKROCK, INC. removed 528,953 shares (-13.3%) from their portfolio in Q4 2025, for an estimated $493,666,545
INVESCO LTD. removed 411,581 shares (-38.7%) from their portfolio in Q4 2025, for an estimated $384,124,431
STATE STREET CORP added 375,118 shares (+35.6%) to their portfolio in Q4 2025, for an estimated $350,093,878
GEODE CAPITAL MANAGEMENT, LLC added 332,441 shares (+39.0%) to their portfolio in Q4 2025, for an estimated $310,263,860
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 320,352 shares (-70.5%) from their portfolio in Q4 2025, for an estimated $298,981,318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 309,217 shares (+37987.3%) to their portfolio in Q4 2025, for an estimated $288,589,133

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Comfort Systems USA Inc. Government Contracts

We have seen $228,342 of award payments to $FIX over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

BC BMS SERVICES: $191,644
EO 14042 - IT HVAC MAINTENANCE AND INSPECTION (USM-DN): $6,080

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Comfort Systems USA Inc. Congressional Stock Trading

Members of Congress have traded $FIX stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $FIX stock by members of Congress over the last 6 months:

REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/04 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Comfort Systems USA Inc. Analyst Ratings

Wall Street analysts have issued reports on $FIX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

DA Davidson issued a "Buy" rating on 12/19/2025
UBS issued a "Buy" rating on 10/27/2025

To track analyst ratings and price targets for Comfort Systems USA Inc., check out Quiver Quantitative's $FIX forecast page.

Comfort Systems USA Inc. Price Targets

Multiple analysts have issued price targets for $FIX recently. We have seen 4 analysts offer price targets for $FIX in the last 6 months, with a median target of $1498.0.

Here are some recent targets:

Austin Wang from GLJ Research set a target price of $2001.0 on 04/21/2026
Brent Thielman from DA Davidson set a target price of $1800.0 on 02/23/2026
Brian Brophy from Stifel set a target price of $1196.0 on 01/26/2026
Joshua Chan from UBS set a target price of $1140.0 on 10/27/2025